INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 94 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,369 | -5.0% | 56,734 | -4.7% | 0.19% | -13.9% |
| Q2 2023 | $1,342,052 | +0.8% | 59,515 | +0.5% | 0.22% | -18.9% |
| Q1 2023 | $1,331,059 | +132.9% | 59,211 | +129.1% | 0.28% | +120.0% |
| Q4 2022 | $571,488 | -4.3% | 25,848 | -5.8% | 0.12% | -30.6% |
| Q3 2022 | $597,000 | -13.5% | 27,443 | -12.6% | 0.18% | -16.3% |
| Q2 2022 | $690,000 | -25.0% | 31,414 | -18.9% | 0.22% | -0.5% |
| Q1 2022 | $920,000 | +202.6% | 38,721 | +214.5% | 0.22% | +166.7% |
| Q2 2021 | $304,000 | +25.1% | 12,310 | +18.8% | 0.08% | -27.0% |
| Q4 2020 | $243,000 | – | 10,361 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 518,447 | $11,462,860 | 3.43% |
| Ironwood Financial, llc | 404,854 | $8,951,319 | 2.79% |
| BANTA ASSET MANAGEMENT LP | 90,975 | $2,011,457 | 2.70% |
| Harrison & Co Wealth Management, LLC | 104,317 | $2,306,456 | 2.23% |
| SFE Investment Counsel | 302,860 | $6,808,293 | 2.12% |
| S.E.E.D. Planning Group LLC | 219,653 | $4,856,528 | 2.10% |
| Vista Private Wealth Partners. LLC | 200,215 | $4,426,749 | 2.10% |
| Oder Investment Management, LLC | 71,500 | $1,580,870 | 1.96% |
| WFA of San Diego, LLC | 115,402 | $2,551,538 | 1.95% |
| RPg Family Wealth Advisory, LLC | 115,806 | $2,560,471 | 1.76% |